Park Avenue Securities LLC is a leading national investment advisory firm headquartered in New York, NY. With a team of 1825 dedicated professionals, the majority of whom specialize in providing investment advisory services, they offer comprehensive financial solutions to a diverse client base. Boasting an impressive average of approximately $1,020,000 in assets under management per investment advisor, Park Avenue Securities LLC has established a reputation for delivering personalized and effective wealth management strategies. Their compensation structure is designed to align with client needs, offering various options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. With over 45,580 individual clients and a remarkable $9,912,742,000 in assets under management, Park Avenue Securities LLC has successfully catered to a wide range of financial goals and investment objectives. Notably, they have garnered considerable expertise in managing employer 401Ks and individual accounts, accounting for nearly half of their assets under management. Impressively, 83% of the assets they manage are discretionary, a testament to their trusted advisory services and strong track record. Operating from 386 offices across the country, Park Avenue Securities LLC combines a national presence with local expertise, ensuring their clients receive personalized attention and tailored solutions. The firm takes pride in its team of experienced advisors, and some of the longest-tenured professionals include Charles Woodbury, Brian Leen, and Michael Koehn. Their depth of knowledge and commitment to client success are emblematic of Park Avenue Securities LLC's unwavering dedication to delivering top-tier financial guidance and investment management services.

Lexion Capital Management LP is a small investment advisory firm headquartered in New York, NY. With a dedicated team of four employees, including one investment advisor, Lexion Capital Management offers comprehensive financial services to a select group of clients. The firm prides itself on its personalized approach, catering primarily to high net worth individuals. With an average of $98,000,000 in assets under management per investment advisor, Lexion Capital Management maintains a competitive standing within the industry. The firm manages a diverse portfolio, overseeing more than $68,956,000 in assets for over 10 individual clients. All of the assets under management are handled on a discretionary basis, ensuring that Lexion Capital Management has the flexibility to make investment decisions in the best interest of its clients. Lexion Capital Management's compensation structure encompasses various types, including a percentage of assets under management. This aligns the firm's success with the success of its clients, fostering a mutually beneficial relationship. Despite its size, Lexion Capital Management maintains a strong presence in the financial services sector. With a single office in the bustling metropolis of New York, NY, the firm leverages its expertise, experience, and local market knowledge to provide exceptional advisory services. Through its commitment to delivering tailored investment strategies and personalized attention, Lexion Capital Management has established itself as a trusted partner in helping clients achieve their financial goals.

Rosecliff Capital Advisory LLC is a small investment advisory firm headquartered in New York, NY. With a team of 4 employees, they specialize in providing expert financial guidance to their clients. Out of their total staff, 3 professionals are dedicated to offering investment advisory services, leveraging their extensive industry knowledge and experience. With an average of $84,740,000 in assets under management per investment advisor, Rosecliff Capital Advisory LLC aligns with the industry's average in this regard. They manage a diverse portfolio of over $25,753,000 in assets for more than 30 individual clients. Their client base primarily consists of high net worth individuals seeking comprehensive financial solutions. Rosecliff Capital Advisory LLC's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a flexible approach that caters to the unique needs of their clients. Additionally, the firm operates exclusively on a discretionary basis, providing their clients with the peace of mind that their investments are being expertly managed. Kevin Taylor, one of the firm's registered advisors, has been an integral part of Rosecliff Capital Advisory LLC since 2021. His tenure reflects the stability and continuity that the firm offers to its clients. Located in New York, NY, Rosecliff Capital Advisory LLC serves as a trusted partner in navigating the complexities of the financial market, delivering personalized strategies tailored to their clients' financial goals.

Altium Wealth Management, based in Purchase, NY, is a prominent local investment advisory firm serving a diverse client base. With over 480 individual clients and a staggering $2,942,449,000 in assets under management, Altium boasts a solid track record of success. Specializing in discretionary management, the firm caters primarily to high net worth individuals, with 99% of their assets falling under this category. Altium Wealth Management operates from a single office in Purchase, strategically positioned to provide personalized and attentive service to their clientele. While their 401K and individual accounts make up less than 30% of their total assets under management, the firm also possesses the expertise and capability to effectively oversee employer funds. Their compensation structure reflects a range of options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility enables Altium to tailor their services to individual client needs, ensuring transparency and alignment of interests. With a total of 36 dedicated employees, Altium boasts a team of 22 experienced professionals who provide investment advisory services. Their impressive average of approximately $133,750,000 in assets under management per investment advisor surpasses the industry average, showcasing the firm's commitment to delivering exceptional value and results. Altium Wealth Management takes pride in the longevity of their advisors, with seasoned professionals like James Giangrande, Adam Nalewajek, and James Dowling leading the way. These individuals bring a wealth of experience and expertise to the firm, further solidifying Altium's reputation as a trusted and reliable wealth management partner.

A & I Wealth Management, a local investment advisory firm based out of Lone Tree, CO, is dedicated to providing top-notch financial services to its clients. With over 430 individual clients and an impressive $367,538,000 in assets under management, A & I Wealth Management has established itself as a trusted partner in wealth management. The firm operates from a single office in Lone Tree, strategically positioned to cater to the needs of its diverse clientele. A & I Wealth Management offers a wide range of services, including being a registered representative of a broker-dealer and an insurance broker or agent. They specialize in managing employer 401Ks and individual portfolios, boasting extensive experience and expertise in this field. With 88% of their assets under management being discretionary, A & I Wealth Management demonstrates their ability to make informed investment decisions on behalf of their clients. Their compensation structure is flexible and offers various options, such as a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests. Comprising a team of ten dedicated professionals, all providing investment advisory services, A & I Wealth Management maintains a favorable client-to-advisor ratio. The firm's investment advisors average an impressive $36,750,000 in assets under management, showcasing their ability to handle substantial portfolios effectively. A & I Wealth Management takes pride in its long-tenured advisors, including Judson Cass, Stacey Frank, and Julie Morgan, who bring a wealth of knowledge and experience to the firm. These seasoned professionals contribute to the firm's reputation for delivering personalized and comprehensive financial solutions to their valued clients.

Saxon Woods Advisors LLC, a small investment advisory firm headquartered in Purchase, NY, is dedicated to providing exceptional financial services to its clients. With one office location, Saxon Woods Advisors LLC operates with a team of 15 highly skilled professionals, of which three specialize in investment advisory services. Backed by their extensive expertise and industry knowledge, Saxon Woods Advisors LLC manages an impressive average of approximately $251,160,000 in assets under management per investment advisor, surpassing the industry average. This outstanding achievement speaks to their ability to deliver optimal financial solutions and generate substantial returns for their clients. The compensation structure at Saxon Woods Advisors LLC encompasses various types, including a percentage of assets under management, ensuring a client-centric approach to wealth management. Notably, the firm manages 100% of their clients' assets on a discretionary basis, highlighting their commitment to making well-informed investment decisions on behalf of their clients. With a focus on personalized service, Saxon Woods Advisors LLC caters to a diverse clientele of over 30 individual clients, collectively entrusting the firm with a significant $753,466,000 in assets under management. By providing comprehensive financial advice tailored to each client's unique circumstances and goals, Saxon Woods Advisors LLC establishes long-lasting partnerships built on trust and reliability. Continually striving for excellence, Saxon Woods Advisors LLC exemplifies the highest standards of professionalism and integrity in the investment advisory industry. With their client's financial well-being as their top priority, Saxon Woods Advisors LLC sets the bar high, delivering exceptional results and creating a secure future for their clients' wealth.

Joel Isaacson & Co., LLC, a prominent local investment advisory firm based out of New York, NY, boasts an impressive track record in managing assets for high net worth individuals. With 49 dedicated employees, including a team of 20 investment advisors, the firm provides comprehensive investment advisory services to a diverse clientele. Known for their expertise and personalized approach, Joel Isaacson & Co., LLC maintains an average of approximately $237,490,000 in assets under management per investment advisor, significantly surpassing the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring a mutually beneficial arrangement with their valued clients. With over $5,911,337,000 in assets under management, the firm serves more than 150 individual clients, primarily catering to the financial needs of high net worth individuals. An impressive 60% of the assets they manage are discretionary, reflecting the firm's ability to make independent investment decisions on behalf of their clients. Operating from their headquarters in New York City, Joel Isaacson & Co., LLC maintains a strong presence in the financial landscape. The firm's success can be attributed to their long-tenured advisors, including the highly experienced Hannah Woolley, Brian Cummins, and Michael Buccino, who have played instrumental roles in shaping the firm's reputation and client relationships. With a steadfast commitment to excellence and a focus on delivering tailored investment solutions, Joel Isaacson & Co., LLC continues to be a trusted partner for individuals seeking sophisticated financial guidance and robust wealth management strategies.

Matrix Asset Advisors Inc, based out of White Plains, NY, is a local investment advisory firm with a strong track record and a dedicated team of professionals. With 12 total employees, 7 of whom specialize in investment advisory services, they provide personalized financial guidance to a diverse client base. On average, each investment advisor manages approximately $82,630,000 in assets under management, which aligns with industry standards. With over 300 individual clients, Matrix Asset Advisors Inc oversees a substantial amount of wealth, totaling over $884,546,000 in assets under management. While less than 30% of their assets are comprised of 401K and individual accounts, the firm possesses the expertise and capacity to manage employer funds. Notably, all the assets they manage are discretionary, giving clients peace of mind knowing that their investments are being actively monitored and adjusted as needed. Matrix Asset Advisors Inc boasts a single office in White Plains, NY, and has cultivated a team of experienced advisors who have demonstrated long-term commitment to the firm. Among them are Stephan Weinberger, David Katz, and Lon Birnholz, who bring a wealth of knowledge and expertise to the table. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with clients' financial goals. Matrix Asset Advisors Inc's commitment to personalized service and their ability to navigate the complexities of the financial landscape have earned them a reputable standing within the industry.

Maytech Global Investments is a small investment advisory firm based out of New York, NY. With a single office, the company operates with a team of six dedicated professionals, three of whom offer comprehensive investment advisory services. Maytech Global Investments manages an average of approximately $122,070,000 in assets under management per investment advisor, which aligns with the industry average. The firm's compensation structure comprises various types, including a percentage of assets under management and performance-based fees. Notably, Maytech Global Investments exercises discretionary control over 85% of the assets they manage, showcasing their expertise and trust from clients. As a testament to their commitment and success, Maytech Global Investments boasts an impressive client base of over 20 individuals, whose combined assets under management exceed $366,211,000. Two of the most experienced and knowledgeable registered advisors at the firm are Nels Wangensteen and Ye Yin, who have demonstrated their dedication to providing exceptional service and expertise over the long term. Maytech Global Investments stands as a reliable partner for their clients' investment needs, offering a personalized and professional approach. With a strong foothold in the heart of New York's financial district, the firm combines their in-depth market knowledge and strategic insights to help clients achieve their financial goals. Whether it's asset allocation, risk management, or investment planning, Maytech Global Investments strives to deliver tailored solutions that maximize returns and ensure long-term prosperity for their valued clients.

Minerva Wealth Advisory, headquartered in New York, NY, is a highly regarded investment advisory firm serving a discerning clientele. With over 10 individual clients and an impressive $44,502,000 in assets under management, Minerva Wealth Advisory is committed to providing personalized financial solutions. As a small firm, they take pride in their client-centric approach and attention to detail. The firm specializes in managing discretionary assets, with 100% of the assets they oversee falling under this category. Their primary focus lies in serving high net worth individuals, catering to their unique financial goals and aspirations. Minerva Wealth Advisory offers a flexible compensation structure tailored to meet the diverse needs of their clients. This includes a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with those of their clients. With a team of two dedicated investment advisors, Minerva Wealth Advisory maintains a low advisor-to-client ratio. Each advisor averages an impressive $22,250,000 in assets under management, underscoring their commitment to delivering individualized attention and comprehensive financial strategies. Among their team of accomplished advisors, Dalya Inhaber and Eugene Skorodinsky stand out as two of the longest-tenured registered advisors. Their wealth of experience and expertise further strengthens Minerva Wealth Advisory's ability to provide valuable insights and reliable guidance to their esteemed clientele. Through their unwavering dedication, Minerva Wealth Advisory continues to build long-lasting relationships with their clients, empowering them to achieve their financial objectives and secure their financial future.

Tsai Capital Corporation, headquartered in New York, NY, is a distinguished investment advisory firm serving a diverse clientele. With over 0 individual clients and $71,913,000 in assets under management, they provide personalized financial solutions and expert guidance. Specializing in discretionary asset management, Tsai Capital Corporation caters predominantly to high net worth individuals, ensuring their financial goals are met with precision. Committed to delivering exceptional service, Tsai Capital Corporation boasts a team of 1 experienced professionals who exclusively focus on providing investment advisory services. Their comprehensive compensation structure includes various types, such as a percentage of assets under management and performance-based fees, aligning their interests with their clients' success. Operating from a single office, Tsai Capital Corporation leverages their expertise in the dynamic financial landscape of New York City. Their exceptional track record, combined with a deep understanding of market trends and opportunities, enables them to achieve optimal results for their discerning clients. With an average of approximately $71,910,000 in assets under management per investment advisor, Tsai Capital Corporation maintains a competitive position within the industry. Their dedication to delivering tailored investment strategies, meticulous risk management, and superior client service sets them apart as a trusted partner for achieving long-term financial prosperity. As Tsai Capital Corporation continues to grow and adapt to the ever-evolving financial landscape, they remain committed to providing innovative solutions and personalized attention that helps their clients thrive in a complex market environment.